Position in DE
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$5,599,865
+$820,265 QoQ
Shares Held
8,828
+4.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#616
of 2,638 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DE Over Time
Shares Held
Position Value (USD)
Derivatives in DE
reported options exposure · as of Dec 31, 2020CallValue
$0
CallShares
0
PutValue
$134,525
PutShares
500
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Valeo Financial Advisors, LLC holds $41,590,168 across 4 Farm & Heavy Construction Machinery names. DE ranks #2 (13.5% of the industry book) .
All Filings in DE
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,599,865 | 8,828 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $4,779,600 | 8,485 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $4,295,348 | 9,226 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $4,354,944 | 9,524 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $5,124,562 | 10,078 | Shares | Sole | 2025-09-12 | |
| 2025-03-31 | $3,865,097 | 8,235 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $3,397,650 | 8,019 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $3,336,553 | 7,995 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $2,924,028 | 7,826 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $3,669,140 | 8,933 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $4,884,412 | 12,215 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $4,464,782 | 11,831 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $4,151,171 | 10,245 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $3,854,234 | 9,335 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $3,728,068 | 8,695 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,899,166 | 8,683 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $2,122,343 | 7,087 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $3,145,863 | 7,572 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $2,253,473 | 6,572 | Shares | Sole | 2022-01-07 | |
| 2021-09-30 | $2,390,054 | 7,133 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $2,458,741 | 6,971 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $2,406,842 | 6,433 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $1,730,798 | 6,433 | Shares | Sole | 2021-02-11 | |
| 2020-12-31 | $134,525 | 500 | Put | Sole | 2021-02-11 | |
| 2020-09-30 | $1,372,776 | 6,194 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $1,050,076 | 6,682 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $905,362 | 6,553 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||